HubSpot integration with Cloutly
How to Start review invite campaigns in Cloutly for new deal stages in HubSpot
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Start review invite campaigns in Cloutly for new deal stages in HubSpot" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Cloutly integrations
Cloutly actions
Nekton can use any feature that is available in Cloutly API.
Using our advanced AI, you can easily create custom automations for Cloutly.
Here are some typical actions you can do in your automated workflows.
Start Review Invite Campaign
Creates a contact in Cloutly and adds them into a review invite campaign
New Review Received
Triggers when a new review is received.
About Cloutly
Cloutly is a review management tool that helps you collect, respond to and showcase your online reviews.